Free · no sign-up · Q2 2026

Which funds own SKY

Champion Homes Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $44m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $44m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book	$26m	0.1%	289,805	+$16m+161,736	Added
GAMCO Investors Inc Activist · $11.1bn book	$15m	0.1%	173,500	+$2.3m-800	Trimmed
Discovery Capital Management LLC Macro · $2.4bn book	$3.2m	0.1%	35,800	opened35,800	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Capital Research Global Investors · Long-only$102m held before

Ownership through time

At least 8 of the 95 managers whose filings are on file listed SKY in Q2 2026, against 1 in Q2 2013. The same number as in Q1 2026: 1 started a position; 1 sold out, by its own filing.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Discovery Capital Management LLC$3.2m

Largest increases, by shares

Point72 Asset Management LP663,126 to 952,336 shares+$25m
Schonfeld Strategic Advisors LLC128,069 to 289,805 shares+$14m
Discovery Capital Management LLCnew: 35,800 shares+$3.2m
Capital World Investors800,000 to 821,719 shares+$1.9m
Brevan Howard Capital Management LP32,396 to 48,451 shares+$1.4m

Largest decreases, by shares

Wellington Management Group LLP3,787,032 to 3,214,115 shares-$50m
GAMCO Investors Inc174,300 to 173,500 shares-$70k
First Eagle Investment Management LLC136,171 to 135,579 shares-$52k

Left it

Capital Research Global Investorswas $102m

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q3 2018	$725m	$283m
Point72 Asset Management LP	Q1 2025	$84m	$84m
Capital World Investors	Q4 2022	$301m	$72m
Schonfeld Strategic Advisors LLC	Q3 2018	$26m	$26m
GAMCO Investors Inc	Q2 2013	$20m	$15m
First Eagle Investment Management LLC	Q2 2021	$12m	$12m
Brevan Howard Capital Management LP	Q1 2026	$4.3m	$4.3m
Discovery Capital Management LLC	Q2 2026	$3.2m	$3.2m
AllianceBernstein LP	Q3 2019	$163m	last listed Q3 2025
Capital Research Global Investors	Q4 2024	$158m	last listed Q1 2026
Marshall Wace LLP	Q1 2019	$107m	last listed Q4 2025
Janus Henderson Group Ltd	Q3 2021	$94m	last listed Q4 2022
Renaissance Technologies LLC	Q3 2022	$35m	last listed Q3 2022
Man Group PLC	Q4 2024	$18m	last listed Q4 2024
ExodusPoint Capital Management LP	Q3 2020	$9.7m	last listed Q3 2022
Element Capital Management LLC	Q4 2018	$4.5m	last listed Q4 2018
Rokos Capital Management LLP	Q4 2025	$3.9m	last listed Q4 2025
Holocene Advisors LP	Q4 2020	$2.8m	last listed Q3 2024

What SKY is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SKY →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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